Focused Wealth Management’s Axcelis ACLS Stock Holding History

Focused Wealth Management’s Portfolio ACLS Stock Details ACLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-18	Closed	-$2.33K	–	215
2023 Q4	$2.33K	Hold	18	–	–	﹤0.01%	758
2023 Q3	$2.94K	Hold	18	–	–	﹤0.01%	724
2023 Q2	$3.3K	Hold	18	–	–	﹤0.01%	740
2023 Q1	$2.4K	Hold	18	–	–	﹤0.01%	775
2022 Q4	$1.43K	Hold	18	–	–	﹤0.01%	815
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	800
2022 Q2	$1K	Buy	+18	New	+$1.04K	﹤0.01%	781

Other funds holding ACLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Focused Wealth Management's ACLS Position: Q1 2024 in Review

Focused Wealth Management sold out of Axcelis (ACLS) in Q1 2024, closing a stake of 18 shares — an estimated $2.33K sold.

Focused Wealth Management first reported a position in ACLS in Q2 2022 and held it in 7 quarters. The position peaked at $3.3K in Q2 2023. 385 funds tracked by Wall St. Rank hold ACLS as of Q1 2024.

Focused Wealth Management reported no remaining Axcelis position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 18 Axcelis shares in Q1 2024, an estimated $2.33K.
Focused Wealth Management first reported a position in Axcelis in Q2 2022 and held it in 7 quarters.
Focused Wealth Management's Axcelis position peaked at $3.3K in Q2 2023.
385 funds tracked by Wall St. Rank held Axcelis as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.